Account Service Representative (Personal Banker)
About The Position
Liberty FCU, a full-service credit union, is seeking an Account Service Representative (Personal Banker) to assist with the daily retail operations and activities of the Henderson/Owensboro, KY area. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking, and problem-solving skills. Previous credit union or financial institution experience is preferred. Candidates must be available to work Saturdays on a rotating basis. If applicable, an initial six-eight week paid training program will be held in Evansville, IN. If you are interested in applying for this position, please click Apply.
Requirements
- Must have a HS diploma or GED and be at least 18 years of age.
- Must be able to work a flexible schedule and travel to other office locations when needed.
- Must be able to stand for long periods of time and do some heavy lifting.
- Must have 1-2 years of cash handling experience.
Nice To Haves
- Previous credit union or financial institution experience is preferred.
- Banking experience is desired.
Responsibilities
- Serve as a primary Account Service Representative (Personal Banker).
- Meet with members to determine their banking needs and recommend appropriate accounts.
- Assist members with enrolling in credit union products and services.
- Maintain an active knowledge base of credit union account types, services, guidelines, policies, and procedures.
- Ensure all required account documents are completed accurately.
- Strive to meet cross sell goals.
- Assist members with certificates, IRA and HSA accounts.
- Serve as a Notary Public and Signature Guarantee for credit union transactions.
- Open and close safe deposit boxes.
- Maintain a working knowledge of the credit union’s core processing system.
- Serve as a Consumer Loan Processor.
- Meet with members to determine their lending needs and recommend appropriate loan type.
- Maintain an active knowledge base of lending products, guidelines, policies, and procedures.
- Identify and recommend additional products that meets the member’s needs.
- Ensure all required lending documents are completed accurately.
- Make follow up outbound calls to members to inquire about lending needs.
- Strive to support branch lending goals.
- Serve as back-up Teller/Member Service Representative (MSR).
- Perform various member transactions such as deposits, withdrawals, and loan payments.
- Ensure transactions are posted efficiently and correctly.
- Assist in balancing branch cash machines.
- Ensure cash drawer is in balance daily.
- Answer member telephone inquiries.
- Strive to meet MSR cross sell goals and work to support all branch goals and initiatives.
- Open and close the office on a rotating basis or when necessary.
- Serve as Saturday manager or any other assigned position on a rotating basis.
- Assist branch office with record keeping of employee absences and training when necessary.
- Develop a working knowledge of the credit union’s data and word processing system.
- Any other duties assigned by my supervisor or management.
Benefits
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
